The Closer – Central Banks, Gold, Micro-Cap – 10/8/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look into global push toward rate cuts in addition to the Fed minutes (page 1). We then show real gold prices and a handful of other insights on the yellow metal (pages 2 -4). We then finish with a check up on the surging performance in micro-cap stocks (page 5) and an update on crude inventories (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
The Closer – AI and Appetites, Sentiment, Consumers – 10/7/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look at Dell’s (DELL) AI exposure (page 1) followed by a review of the performance of quantum computing, nuclear, consumer, and travel stocks (page 2). We then switch over to investor sentiment (page 3) and next look abroad with a rundown on European auto sales (page 4). Following a recap of the latest consumer credit figures (page 5), we review the New York Fed’s Survey of Consumer Expectations (pages 6 and 7) and close out with a dive into the latest LMI report (pages 8 and 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
The Closer – OpenAI-MD PCA, Bitcoin Breakout – 10/6/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a commentary on the deal between OpenAI and AMD (AMD) and what that could mean for the broader AI space (page 1). We then preview this week’s earnings (page 2) before switching over to some principal component analysis (page 3). We wrap up tonight’s note with a check-in on Bitcoin’s breakout (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
The Closer – TSM Premium, Loans, EV Records – 10/2/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the premium in shares of Taiwan Semiconductor (TSM) trading in the US versus abroad (page 1) followed by a dive collapses of loan and crude prices (page 2 and 3). Next up, we dive into alternative data in the form of freight truck orders (page 3), housing inventories and prices (pages 4 and 5), and vehicle sales (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!